Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.84B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$43.6M
3
+$32.3M
4
BIIB icon
Biogen
BIIB
+$31.2M
5
CAT icon
Caterpillar
CAT
+$27.8M

Top Sells

1
+$39.2M
2
+$37M
3
+$34.7M
4
INTC icon
Intel
INTC
+$34.4M
5
V icon
Visa
V
+$30.4M

Sector Composition

1 Technology 19.43%
2 Healthcare 15.23%
3 Financials 14%
4 Industrials 10.61%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-9,416
827
– –
-23,400
828
– –
-5,850
829
– –
-19,944
830
– –
-44,300
831
– –
-145,819
832
– –
-144,516
833
– –
-12,100
834
– –
-31,850
835
– –
-56,630
836
– –
-78,679
837
– –
-53,629
838
– –
-180,197
839
– –
-9,725
840
– –
-8,864
841
– –
-11,347
842
– –
-22,300
843
– –
-55,979
844
– –
-82,926
845
– –
-82,510
846
– –
-39,018
847
– –
-195,460
848
– –
-54,453
849
– –
-18,200
850
– –
-20,236
32 33
34
35 36